How general contractors can share bid form templates with colleagues

As a general contractor, you can create bid form templates to easily import customized bid forms into new projects. To share the bid form template with colleagues, start from the “Projects” page and then click on the “Bid Form Templates” tab.

Click on the bid form template you’d like to share.

Click on the “Share” tab.

Click into the search box to find the colleague with whom you’d like to share the template.

Start typing the colleague’s name or select it from the list. Once selected, the colleague’s name will be listed in the “Share” tab and the colleague will receive a notification. The colleague will also have access to the bidder-list template from their BuildingConnected account.

At any time, if you'd like to remove the colleague, manage the colleagues’ permissions or to resend the invitation to join the template, click on the drop-down menu under “Actions” and select the desired option.